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Disclosery

CWM, LLC: HSBC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on HSBC, newest first. How the timeline and the estimate are built.

CWM, LLC held 173,240 HSBC shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 173,240 shares
    Change vs previous 13F -9,635 shares

    0.04% of the 13F portfolio, value $14,290,608.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 182,875 shares
    Change vs previous 13F +60,167 shares

    0.04% of the 13F portfolio, value $14,387,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 122,708 shares
    Change vs previous 13F -6,387 shares

    0.03% of the 13F portfolio, value $8,710,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 129,095 shares
    Change vs previous 13F -1,755 shares

    0.03% of the 13F portfolio, value $7,848,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 130,850 shares
    Change vs previous 13F -9,530 shares

    0.03% of the 13F portfolio, value $7,515,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 140,380 shares
    Change vs previous 13F -11,908 shares

    0.03% of the 13F portfolio, value $6,943,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 152,288 shares
    Change vs previous 13F -6,698 shares

    0.03% of the 13F portfolio, value $6,882,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 158,986 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,916,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).